Thursday, 30 April 2026European Markets
Search

Supply Chain Strategy

1 article

US semiconductor reshoring bypasses Europe as Apple and TSMC plan $500B American manufacturing buildup

US semiconductor reshoring bypasses Europe as Apple and TSMC plan $500B American manufacturing buildup

Apple and TSMC are driving a massive semiconductor manufacturing shift to the US, with investments expected to exceed $500B by 2030. Europe faces strategic exclusion from this supply chain restructuring as American tech giants secure domestic chip production tied to AI infrastructure requirements. NVIDIA's 2027 Rubin Ultra roadmap and AMD's Meta partnership intensify the next-generation chip race centered on US-Asia manufacturing corridors.

ViaNews Editorial Team (Europe)